ONECX Mutual Fund

ONECX Mutual Fund

NAV$21.46
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Returns Overview

1 Month
-1.26%
3 Months
+1.75%
6 Months
+3.60%
YTD
+4.88%
1 Year
+11.57%
3 Years (annualized)
+10.91%
5 Years (annualized)
+5.90%
10 Years (annualized)
+8.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ONECX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Mixed-Asset Target Allocation Growth Funds Index(^LMATGTALGFI)
This Mutual Fund (YTD)
+4.88%
Peer Avg (YTD)
+5.54%
vs Peers
-0.66%

ONECX Mutual Fund Performance

ONECX performance across multiple time periods: 1-month -1.26%, YTD 4.88%, 1-year 11.57%, 3-year 10.91%, 5-year 5.90%, 10-year 8.51%.

ONECX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

ONECX vs another fund shows side-by-side returns. ONECX alternatives are available in the Mutual Fund Screener.